IF
BNDX icon

IRON Financial’s Vanguard Total International Bond ETF BNDX Stock Holding History

IRON Financial’s Portfolio BNDX Stock Details BNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-39,801
Closed -$2.16M – 74
2017
Q2 		$2.16M Sell
39,801
-1,219
-3% -$66.4K 1.92% 12
2017
Q1 		$2.22M Buy
41,020
+1,600
+4% +$86.3K 1.6% 12
2016
Q4 		$2.14M Sell
39,420
-1,366
-3% -$74.9K 1.46% 12
2016
Q3 		$2.29M Buy
40,786
+254
+0.6% +$14.2K 2.79% 8
2016
Q2 		$2.26M Buy
40,532
+4,221
+12% +$231K 2.91% 8
2016
Q1 		$1.98M Buy
+36,311
New +$1.95M 2% 10

Other funds holding BNDX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IRON Financial's BNDX Position: Q3 2017 in Review

IRON Financial sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2017, closing a stake of 39,801 shares — an estimated $2.16M sold.

IRON Financial first reported a position in BNDX in Q1 2016 and held it in 6 quarters. The position peaked at $2.29M in Q3 2016. 292 funds tracked by Wall St. Rank hold BNDX as of Q3 2017.

  • IRON Financial reported no remaining Vanguard Total International Bond ETF position as of Q3 2017 after selling out during the quarter.
  • IRON Financial sold 39,801 Vanguard Total International Bond ETF shares in Q3 2017, an estimated $2.16M.
  • IRON Financial first reported a position in Vanguard Total International Bond ETF in Q1 2016 and held it in 6 quarters.
  • IRON Financial's Vanguard Total International Bond ETF position peaked at $2.29M in Q3 2016.
  • 292 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2017.

Based on IRON Financial's 13F filing for Q3 2017, filed 23 Oct 2017.